Cliftonlarsonallen Wealth Advisors, LLC Ishares Short Term National Mu Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 87,599 shares of SUB stock, worth $9.33 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

87,599

Previous 67,632 29.52%

Holding current value

$9.33 Million

Previous $7.14 Million 30.44%

% of portfolio

0.16%

Previous 0.13%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$104.77 - $106.34 $2.09 Million - $2.12 Million	19,967 Added 29.52%	87,599 $9.32 Million
Q1 2025 Apr 16, 2025	BUY	$105.3 - $106.24 $7.12 Million - $7.19 Million	67,632 New	67,632 $7.14 Million
Q2 2024 Jul 11, 2024	BUY	$104.04 - $104.8 $41,511 - $41,815	399 Added 3.69%	11,204 $1.17 Million
Q1 2024 May 02, 2024	SELL	$104.73 - $105.42 $52,365 - $52,710	-500 Reduced 4.42%	10,805 $1.13 Million
Q4 2023 Jan 16, 2024	SELL	$102.62 - $105.46 $9,646 - $9,913	-94 Reduced 0.82%	11,305 $1.19 Million
Q3 2023 Oct 13, 2023	SELL	$102.82 - $104.26 $124,206 - $125,946	-1,208 Reduced 9.58%	11,399 $1.17 Million
Q2 2023 Jul 14, 2023	SELL	$103.24 - $105.0 $67,518 - $68,670	-654 Reduced 4.93%	12,607 $1.31 Million
Q1 2023 Apr 12, 2023	SELL	$103.3 - $105.14 $377,458 - $384,181	-3,654 Reduced 21.6%	13,261 $1.39 Million
Q4 2022 Jan 19, 2023	BUY	$102.5 - $104.49 $1.73 Million - $1.77 Million	16,915 New	16,915 $0
Q2 2022 Jul 08, 2022	SELL	$103.31 - $104.87 $35,125 - $35,655	-340 Reduced 1.16%	28,868 $3.02 Million
Q1 2022 Apr 27, 2022	BUY	$104.46 - $107.34 $1.11 Million - $1.14 Million	10,635 Added 57.26%	29,208 $3.06 Million
Q4 2021 Jan 26, 2022	SELL	$107.24 - $107.56 $11,581 - $11,616	-108 Reduced 0.58%	18,573 $1.99 Million
Q3 2021 Nov 02, 2021	BUY	$107.57 - $108.06 $2.01 Million - $2.02 Million	18,681 New	18,681 $2.01 Million
Q3 2021 Oct 14, 2021	SELL	$107.57 - $108.06 $4.98 Million - $5 Million	-46,295 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$107.66 - $108.01 $520,966 - $522,660	4,839 Added 11.67%	46,295 $4.99 Million
Q1 2021 May 24, 2021	SELL	$107.56 - $108.22 $3.26 Million - $3.28 Million	-30,298 Reduced 42.22%	41,456 $4.47 Million
Q4 2020 Jan 14, 2021	SELL	$107.6 - $108.11 $2.45 Million - $2.47 Million	-22,813 Reduced 24.12%	71,754 $7.76 Million
Q3 2020 Oct 13, 2020	SELL	$107.69 - $108.53 $13.3 Million - $13.4 Million	-123,821 Reduced 56.7%	94,567 $10.2 Million
Q2 2020 Jul 16, 2020	SELL	$105.27 - $107.99 $15.1 Million - $15.5 Million	-143,835 Reduced 39.71%	218,388 $23.6 Million
Q4 2019 Jan 29, 2020	BUY	$106.44 - $106.81 $8.82 Million - $8.85 Million	82,822 Added 29.64%	362,223 $38.7 Million
Q3 2019 Oct 07, 2019	BUY	$106.23 - $107.2 $5.43 Million - $5.48 Million	51,153 Added 22.41%	279,401 $29.8 Million
Q2 2019 Jul 17, 2019	SELL	$105.75 - $106.57 $1.8 Million - $1.82 Million	-17,050 Reduced 6.95%	228,248 $24.3 Million
Q1 2019 Apr 09, 2019	BUY	$105.27 - $106.06 $360,444 - $363,149	3,424 Added 1.42%	245,298 $26 Million
Q4 2018 Jan 22, 2019	SELL	$104.3 - $105.4 $1.9 Million - $1.92 Million	-18,256 Reduced 7.02%	241,874 $25.5 Million
Q3 2018 Nov 05, 2018	BUY	$104.57 - $105.31 $2.8 Million - $2.82 Million	26,745 Added 11.46%	260,130 $27.2 Million
Q2 2018 Jul 23, 2018	BUY	$104.36 - $105.09 $1.64 Million - $1.65 Million	15,742 Added 7.23%	233,385 $24.5 Million
Q1 2018 Apr 26, 2018	BUY	$104.62 - $105.21 $2.82 Million - $2.83 Million	26,916 Added 14.11%	217,643 $22.8 Million
Q4 2017 Jan 31, 2018	SELL	$104.69 - $105.95 $3.99 Million - $4.04 Million	-38,086 Reduced 16.65%	190,727 $20 Million
Q3 2017 Nov 06, 2017	BUY	$105.97 - $106.11 $24.2 Million - $24.3 Million	228,813	228,813 $24.2 Million

Others Institutions Holding SUB

# of Institutions

942

Shares Held

73.5M

Call Options Held

Put Options Held

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Short Term National Mu Transaction History